Retirement Plans Analyst
Retirement Plans Analyst - Contract
The day-to-day operations include, but are not limited to: Responding to inquiries from employees, retirees and terminated vested participants regarding plan features, options and problem resolution. Assisting employees in the retirement process, e.g. one-on-one meetings, preparing packets detailing pension plan payment options, etc. Processing pension plan disbursements, including monthly annuities, lump sum distributions, death benefits, and minimum required distributions. Ensuring compliance, including providing audit support. Processing weekly and monthly reports including pension reconciliations, newly eligible terminated vested participants, suspensions, and other various reports.